Are you an experienced relationship manager with Banking and Wealth Management? Do you enjoy navigating complex, large organizations to deliver a seamless product client experience?
The Regional Banking Sales Manager is an experienced and client-centric relationship builder with front-to-back knowledge of banking and lending products. This leader will manage a high-performing team of Wealth Management Bankers who play an essential role in connecting Banking and Lending products and services to Financial Advisors and their clients. This leader will build and maintain relationships with Field Leaders and Financial Advisors and will support their team in finding solutions for the sophisticated banking and lending needs of our clients.

Key competencies and responsibilities include:

• Work with senior leadership and the other Regional Sales Managers to help set strategy and goals for sales team.
• Enable a sales team to execute on UBS Bank USA’s sales strategy with the KPIs around growing client penetration across key Banking and Lending businesses (deposits, securities-backed lending, tailored lending, mortgage, and cash management).
• Coach sales team to meet collective and individual goals, share best practices and connect team with the right resources including client opportunities, sales materials, and product or sales education.
• Hold sales team accountable to meeting KPIs and develop market or banker-specific plans to support individual and business growth.
• Build and maintain trustworthy relationships with Field Leaderships including the WM Regional Director and their teams, Market Executives, Market Directors and their Administrative and Operational teams.
• Represent Banking sales in National, Regional or Market-level meetings.
• Represent Banking as a key member of the Pod structure in place in the Field and act as point for Banking issues raised there.
• Represent Banking overall as a liaison with Field Councils, including the Financial Advisor Advisory Committee (FAAC), the Leadership Advisory Council (LAC), and the Team Associate Advisory Committee (TAAC).
• Support time sensitive client requests and escalations.
• Ensure adherence with required licensing, compliance and legal regulations and management of T&E budgets.

Detailed salary information:
• San Francisco, Los Angeles: the salary range for this role is $225000 to $275000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

322887BR

City

Los Angeles, San Francisco

Job Type

Full Time

Your team

The candidate will be a member of the GWM Banking Field Engagement and Sales Strategy Team.

Your expertise

• Ideally 10 years business experience, with previous experience in banking industry
• A proven track record of excellence in working within an organization supporting high net worth (HNW) clients
• Series 7, 63 and 24 within 6 months of start date
• Experience in credit structuring or decisions involving HNW clients
• A strong communicator with compelling presentation skills
• A confident decision-maker, highly organized and detail-oriented
• Goal-oriented with the ability to work under pressure in a fast-paced environment

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $225000 to $275000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.